Adding unlinked givers to your Address Book

Subject to your Data Protection policy provisions and consent from the giver, you can easily add unlinked Givers into your Address Book without the need to re-type all the contact information already held in their Giver profile.

From the cog-wheels for a Giver, where a Giver has not already been linked to an Address Book contact, the "Add contact" option will be available.

If "Add contact" is not visible, the Giver is already linked to a contact in the Address Book.

Selecting "Add contact" will push all available Giver contact information into a new Address Book contact.

Fill in any further missing information you may have, before clicking "Save Changes" to save the contact. The Giver is also automatically linked to the newly created Address Book contact.